LMan

entrepreneur in consumer goods space.

[Marvin Sanginés @marvinsangines]

One of the most successful entrepreneurs alive:

Naval Ravikant.

He's famous for his thread "how to get rich without getting lucky"...

...but getting lucky doesn't hurt.

Naval's 4 types of luck explained (and how to apply them):

[Adam Cochran (adamscochran.eth) @adamscochran]

I’ve been saying if Binance blows up, we’ll be fine in no time.

Got a tip that I’ve not yet been able to fully verify but I would lean towards it being true on… and if it’s true it’ll be a longer more painful ride than I thought.

And life behind bars would be the good outcome for CZ…

I’ve sent that tip to some journalists I think can confirm it if it’s real, and will keep folks updated if I get anything back.

But in good faith, I had to redact my “we’ll be fine” stance, and replace it with “we’ll probably be ok, unless this other part is real in which case holy fuck we’re going to zero and going to have to rebuild up again over time…”

Always fun times in crypto! 😁😅

[AK @alkarim]

I've been in tech for 15 years, as a repeat founder and former Facebook PM.

I've hired 100s of people, helped generate 100s of millions in revenue, and sold multiple companies.

But nothing could have prepared me for the last 18 months:

[Adam Cochran (adamscochran.eth) @adamscochran]

1/82

I'll be pinning this detailed timeline, as my final piece covering this topic, as now the case is closed in my mind.

This was a crime plain and simple and I'll put no more wind in this criminals sails:

FTX: Meltdown.

The definitive and chronological thread.

[LMan @notofud]

@victor_bigfield 👋

[Romeen Sheth @RomeenSheth]

Too many people focus on strategy. Not enough people focus on intensity.

Most of the time if you turn up the intensity, it will far outweigh a shift in strategy.

Most don’t do this because strategy is sexy.

Upping the intensity is uncomfortable, but more impactful.

[Nathan Barry @nathanbarry]

Struggling to connect on your remote team?

We’ve built a 68 person remote team that’s driving $30 million in annual revenue.

Here are 10 ideas for building great culture in a distributed team: 💻🌐

[Adam Cochran (adamscochran.eth) @adamscochran]

1/25

Let's talk a bit about portfolio risk management, and how I'm trying to think about the tradfi markets right now - in what I think is one of the weirdest set ups I've personally ever seen.

[Ryan Breslow @ryanbreslow]

What to look for in a cofounder:

[Adam Cochran (adamscochran.eth) @adamscochran]

1/206

As promised, here's my 2022 outperform shopping list and my 2022 thesis.

Let's breakdown what this is, why these assets, and how I approach this, and then the bullcase for each individual asset.

[LMan @notofud]

@DoveyWan Yap

[LMan @notofud]

Lilium, a German startup that’s making an all-electric vertical takeoff and landing passenger jet, is in talks to go public through a SPAC https://t.co/1XPIGs40mt via @technology

[The All-In Podcast @theallinpod]

young 👑 and the 🐐

[LMan @notofud]

@hanseric the goals are ambitious but is it achievable? What do you think the biggest challenge is here? Geopolitical or others?

[LMan @notofud]

@DoveyWan 资产价格的疯狂上涨只会助长恐慌情绪。世界通用的私有资产是每人都会想拥有的保险

[LMan @notofud]

@sthodson @sdmoores @benchmarkmin What’s your favorite Li stock?

[LMan @notofud]

@andrecaraje @chamath Any insight on shipping cost difference of the Li supply between US (Nevada) and Brazil? Thanks!

[LMan @notofud]

@LearnFromThem @shakemesounds What is DFS? Thanks!

[LMan @notofud]

@PilotDouche @TicTocTick Where did you see this forecast? Thanks

[LMan @notofud]

@domesticsupply When is the projected mining start date for Thacker pass? Isn’t it in late 2023/early 2024? Once the mine is operationalized, when will the metal start producing at a steady rate? Thanks!